Funds From: meiax - MFS Value A Load Waived - Large Value to fiibx - Fidelity Advisor Mid Cap II B - Mid-Cap Growth


  • Holdings: JPMorgan Chase & Co , Philip Morris International Inc , Johnson & Johnson , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 4 Stars
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  • Holdings: Exxon Mobil Corporation , Apple Inc , Chevron Corp , E I du Pont de Nemours & Company , Monsanto Co ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Korea(Republic Of) 3.25% , Korea(Republic Of) 2.75% , Malaysia (Govt Of) 3.197% ,
  • Category: Currency
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  • Category: Intermediate-Term Bond
  • Morningstar Rating: 4 Stars
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  • Holdings: JPMorgan Chase & Co , Chevron Corp , Johnson & Johnson , Wells Fargo & Co , Berkshire Hathaway Inc Class B ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
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  • Holdings: Cognizant Technology Solutions Corp Class A , Galaxy Entertainment Group Ltd , Melco Crown Entertainment Ltd ADR , Hutchison Whampoa Ltd , AIA Group Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 3 Stars
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  • Holdings: US Treasury Note 0.375% , US Treasury Note 1.375% , US Treasury TIP 2.5% , US Treasury Note 1.25% , US Treasury TIP 1.125% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 4 Stars
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  • Holdings: Monsanto Co , BHP Billiton PLC , Syngenta AG , Potash Corp of Saskatchewan Inc , Rio Tinto PLC ,
  • Category: Natural Resources
  • Morningstar Rating: 1 Stars
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  • Holdings: Aeon Co Malaysia Bhd , Millennium & Copthorne Hotels PLC , Bukit Sembawang Estates Ltd , Dah Sing Financial Holdings Ltd , Venture Corp Ltd ,
  • Category: Pacific/Asia ex-Japan Stk
  • Morningstar Rating: 4 Stars
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  • Holdings: Exelon Corp , Halliburton Co , Hewlett-Packard Co , Eli Lilly and Co , General Dynamics Corp ,
  • Category: Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 3 Stars
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  • Category: World Bond
  • Morningstar Rating: 2 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 2 Stars
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  • Holdings: Roche Holding AG , Nestle SA , Anheuser-Busch Inbev SA , Prudential PLC , Denso Corp ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 5 Stars
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  • Holdings: Vanguard European Stock Index ETF , iShares Russell 2000 , Ship Finance International Ltd , Freeport-McMoRan Copper & Gold , iShares Core S&P 500 ,
  • Category: Long/Short Equity
  • Morningstar Rating: 2 Stars
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  • Category: Muni Massachusetts
  • Morningstar Rating: 5 Stars
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  • Holdings: Simon Property Group Inc , Mitsui Fudosan Co Ltd , Mitsubishi Estate , Unibail-Rodamco SE , Host Hotels & Resorts Inc ,
  • Category: Global Real Estate
  • Morningstar Rating: 4 Stars
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  • Holdings: SPDR S&P 500 ETF , Imperial Oil Ltd , Altria Group Inc , Linear Technology , Thomson Reuters Corp ,
  • Category: Market Neutral
  • Morningstar Rating: 2 Stars
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  • Holdings: iShares MSCI EAFE Small-Cap , Tsuruha Holdings Inc. , Nitori Holdings Co., Ltd. , Meggitt PLC , Moneysupermarket.com Group PLC ,
  • Category: Foreign Small/Mid Growth
  • Morningstar Rating: 3 Stars
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  • Holdings: Apple Inc , Exxon Mobil Corporation , Google Inc Class A , Oracle Corporation , Merck & Co Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
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  • Holdings: Korea(Republic Of) 3.25% , Korea(Republic Of) 2.75% , Malaysia (Govt Of) 3.197% ,
  • Category: Currency
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  • Holdings: TIAA-CREF Equity Index Instl , TIAA-CREF International Eq Idx Instl , TIAA-CREF Bond Index Institutional , TIAA-CREF Emerging Markets Eq Idx Instl ,
  • Category: Target Date 2036-2040
  • Morningstar Rating: 5 Stars
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  • Category: Corporate Bond
  • Morningstar Rating: 2 Stars
Sign-up for sainx investment picks
  • Holdings: AstraZeneca PLC , Novartis AG , Roche Holding AG , Anheuser-Busch Inbev SA , Taiwan Semiconductor Manufacturing Co Ltd ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
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  • Category: Intermediate Government
  • Morningstar Rating: 4 Stars
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  • Category: Muni New York Long
  • Morningstar Rating: 4 Stars
Sign-up for colnx investment picks
  • Holdings: Apple Inc , NXP Semiconductors NV , Gilead Sciences Inc , Facebook Inc Class A , CVS Caremark Corp ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
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  • Holdings: Cayman Holdings , US Treasury TIP , US TREASURY TIP , US Treasury TIP , US TREASURY TIP ,
  • Category: Commodities Broad Basket
  • Morningstar Rating: 4 Stars
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  • Category: Muni National Interm
  • Morningstar Rating: 3 Stars
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  • Holdings: TE Connectivity Ltd , NXP Semiconductors NV , Spirit Airlines Inc , Foot Locker Inc , Fidelity National Information Services Inc ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 2 Stars
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Funds From: meiax - MFS Value A Load Waived - Large Value to fiibx - Fidelity Advisor Mid Cap II B - Mid-Cap Growth
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